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Administrator Guide
Last Updated: 2023-06-23
Create Benefit Credit Bundles

Create Benefit Credit Bundles

  • Define benefit credits.
  • Security:
    Set Up: Benefits
     in the Benefits functional area.
If you have a set of credits that will always be together, you can group them into a benefit credit bundle. The credit that is applied is the total of the individual benefit credits. Credit bundles save time when repeatedly assigning an identical group of credits.
Example: credits awarded for wellness plan participation, wellness score, and tobacco usage are often applied together. Including these three credits in a single bundle saves time and reduces configuration mistakes.
  1. Access the
    Create Benefit Credit Bundle
     task.
  2. Enter the:
    • Effective Date
    • Credit Name
  3. Consider:
    Option Description
    Currency
    If the currency you enter here is different from the employee's pay currency, Workday converts the credit amount into the amount for the employee's currency.
    Frequency
    If the frequency you enter here is different from the employee's pay frequency, Workday converts the credit amount according to the employee's pay frequency.
Use the:
  • Change the bundle with the
    Edit Benefit Credit Bundle
     task.
  • View details about the bundle with the
    View Credit Bundle
     report.